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Charles Rotblut

author Image Charles Rotblut is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/CharlesRAAII.

Articles by this Author

Topics Presented in Speeches: Portfolio management, behavioral finance, stock selection

Books: "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio"


Charles Rotblut is a vice president with the American Association of Individual Investors. He is the editor of the AAII Journal, co-created AAII's Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update newsletter. Charles is a Wall Street Journal expert panelist and a regular guest on MoneyLife with Chuck Jaffe. His book, "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio," was published in November 2010.

A holder of the right to use the Chartered Financial Analyst designation, Rotblut has analyzed both publicly traded and privately held companies. His experience includes working for Zacks Investment Research, an investment research firm; INVESTools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm. Charles holds a bachelor's of science in journalism from the University of Kansas.

Charles regularly speaks to the media, including The Wall Street Journal Radio Network, Canada’s Business News Network, and Reuters. He has also appeared on CNBC, Bloomberg Television, and Fox Business.

Articles by this Author

  1. Features »

    Understanding Asset Bubbles and How to React to Them

    Bubbles are based on stories, and the stories always change. Nonetheless, diversification and common sense can help protect you.

    June 2015 | Journal

  2. Financial Statements »

    Using Book Value to Judge a Stock’s Worth

    The price-to-book-value ratio is a popular valuation measure among value investors, though most combine it with additional indicators.

    June 2015 | Journal

  3. Editor's Note »

    Editor's Note

    The outcome of our portfolios depends in part on luck: the cumulative return of the securities or funds that are invested in and the sequence in which those returns occurred.

    May 2015 | Journal

  4. Portfolio Strategies »

    The Sequence in Which Returns Occur Affects Your Wealth

    The timing of positive and negative returns significantly impacts wealth, particularly if withdrawals are taken or other changes are made.

    May 2015 | Journal

  5. Stock Strategies »

    How to Analyze Financial Companies

    The manager of the T. Rowe Price Financial Services fund explains how the analysis of banks, insurance companies and investment banking firms differs from companies in other sectors.

    May 2015 | Journal

  6. Investor Professor »

    Earnings Estimates

    Earnings surprises and earnings estimates revisions can drive stock price momentum.

    May 2015 | Journal

  7. Editor's Note »

    Editor's Note

    The more you can fight the tendency to focus on short-term financial concerns—and all the commentary and data produced about them—the better off you will be.

    April 2015 | Journal

  8. Portfolio Strategies »

    Rebalancing Update: Retirement Adjustments Necessary

    A retiree following the rebalancing model would have needed to rebalance at the end of 2014 because of the gains in large- and mid-cap stocks.

    April 2015 | Journal

  9. Editor's Note »

    Editor's Note

    Sector funds may do well over five-year periods, but many are accompanied by high turnover ratios, which cost investors money.

    March 2015 | Journal

  10. Mutual Funds »

    The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good

    Four health care funds topped the rankings, helping to make the category the best performer over the past five years.

    March 2015 | Journal

  11. Editor's Note »

    Editor's Note

    What to look for in this year's Guide to the Top Mutual Funds.

    February 2015 | Journal

  12. Editor's Note »

    Editor's Note

    It was harder for investors to beat the market with active strategies in 2014, and any strategy not specifically tied to large-cap stocks likely incurred rougher waters than in years past.

    January 2015 | Journal

  13. Editor's Note »

    Editor's Note

    For this year's tax guide, we have pretty good clarity on what 2014 and 2015 tax rates, exemptions, deductions, phase-outs and limitations are.

    December 2014 | Journal

  14. Editor's Note »

    Editor's Note

    Reflections on reaching the five-year mark at AAII, and topics we'll be expanding on in the AAII Journal in the future.

    November 2014 | Journal

  15. First Cut »

    Patrick O’Shaughnessy’s Millennial Investor Strategy

    The 25 best-ranking stocks identified by Patrick O’Shaughnessy’s strategy.

    November 2014 | Journal